POOJA LUHAR
1697 Pembina Highway, Winnipeg,Canada
Summary
Diligent financial advisor with robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning.
Organized and successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
SCOTIABANK
10.2023 - Current
- Advising customers of high-level financial solutions from a range of available Investment and credit banking solutions.
- Facilitated new client onboarding process and investment account setup.
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive client experience.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Financial Consultant 1, Member Experience
WESTOBA CREDIT UNION
08.2022 - 09.2023
- Deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goals such as RRSP, TFSA, RRIF, RESP and GICs
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Help members to provide loan, Mortgages and Mortgage refinances
- Facilitated new client onboarding process and investment account setup.
- Update product and job knowledge by keeping track of internal changes and participating in education development course
Financial Services Representative
EASYFINANCIAL SERVICES
06.2021 - 08.2022
- Build long-lasting relationship with customers to help them rebuild their credit and graduate towards prime rates and a brighter financial future.
- Assessed credit applications accurately by analyzing applicants financial history, income stability, and repayment capability.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Review and evaluate online financial loan applications, assess the applicants' credit worthiness, perform financial analysis, and other risk assessments to improve quality of the sale and limit future collection items.
- Manage collection activities for all past due financial accounts, maintaining an impeccable level of service.
Field Marketing Representative
KOGNITIVE MARKETING
09.2020 - 05.2021
- Greet and engage with each customer to promote Triangle Mastercard.
- Create excitement around the product offering, by being a subject matter expert and advocate for the product.
- Selling products and services using solid arguments to prospective customers.
- Maintaining positive business relationships to ensure future sales.
- Give the best solution to the customer's need and offer exceptional advice and product knowledge.
Education
Network and Computer Technology -
Manitoba Institute of Trades and Technology
Winnipeg, MB01.2020
Bachelors - Computer Application
Navrachana University
Vadodara, Gujarat01.2017
Skills
- High level of accuracy
- Detail-oriented
- Ability to manage multiple priorities
- Exceptional communication skills
- Ability to execute tasks in fast-paced environment
- Strong sales orientation
- Passion for putting clients first
- Relationship building and management
- Long-term care planning
- Financial services
- Budgeting advice
- Mutual funds
Certification
- Canadian Securities Institute: Investment Funds in Canada (IFIC)
- Canadian Financial Institutions: Registered Financial and Retirement Advisor (RFRA)
- Canadian Securities Institute: Personal Financial Services Advice (PFSA)
- Canadian Securities Institute: Mortgage Lending Foundational
- Canadian Securities Institute: Scotiabank Mortgage Lending Program - Specialized
Timeline
Financial Advisor
SCOTIABANK
10.2023 - Current
Financial Consultant 1, Member Experience
WESTOBA CREDIT UNION
08.2022 - 09.2023
Financial Services Representative
EASYFINANCIAL SERVICES
06.2021 - 08.2022
Field Marketing Representative
KOGNITIVE MARKETING
09.2020 - 05.2021
Bachelors - Computer Application
Navrachana University
- Canadian Securities Institute: Investment Funds in Canada (IFIC)
- Canadian Financial Institutions: Registered Financial and Retirement Advisor (RFRA)
- Canadian Securities Institute: Personal Financial Services Advice (PFSA)
- Canadian Securities Institute: Mortgage Lending Foundational
- Canadian Securities Institute: Scotiabank Mortgage Lending Program - Specialized
Network and Computer Technology -
Manitoba Institute of Trades and Technology
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